Apr 15, 2022
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If you repeatedly perform the same iManage searches, consider saving your search to save time!
For example, create a simple search that displays the Spreadsheets you created in the last 30 days:
- Create your Advanced Search using the criteria you use repeatedly:
- Click Save as Search Folder
Give the search a name and save it to a folder, for example your General matter “Miscellaneous” folder, or, to a client matter folder if applicable:
- As with any document or folder in iManage, you can add saved search to your favorites by clicking the 3-dot menu, then click Add to My Favorites
- Now you can simply click the Saved Search to quickly perform the search: